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| Provider | Service type | Compensation |
|---|---|---|
JP MORGAN SECURITIES LLC1 year Filed as: J P MORGAN BROKER-DEALER HOLDINGS Service code 27 277 PARK AVENUE 2ND FL · NEW YORK, NY 101720003 | Advisory (Plan) | $40,546 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $22,249 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,835 | $111,724-47.3% | $93,606-37.1% | $145,922-59.7% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 10.70% | 202.98%-192.3pp | 133.20%-122.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $20,461 | $3,090+562.3% | $2,420+745.6% | $4,660+339.1% |
| Participant deferral / active EE | $161,053 | $4,912+3178.9% | $4,411+3550.9% | $6,688+2308.2% |
| Admin fee / account holder | $458 | $10,250-95.5% | $8,285-94.5% | $13,397-96.6% |